Document Management for Microsoft Dynamics NAVGood document management helps keeps your business efficient and productive. K3 Business Solutions has partnered with Equisys to provide effective document management for Dynamics, using the Microsoft-recommended Zetadocs system.

Zetadocs Document Management for Microsoft Dynamics NAV

Zetadocs for NAV manages the production, delivery and archiving of NAV documents such as orders, invoices and statements. The mailing costs it saves and the earlier collections that result from using Zetadocs means that it offers a compelling return on investment.

The solution can be extended to capture emails, faxes and scanned documents from customers and suppliers. These key documents are stored in an electronic archive and linked automatically to their appropriate transactions in NAV. Delivering faster access than paper files and helping you improve the service you offer.

Zetadocs for NAV is the document management add-on for Microsoft Dynamics NAV chosen by Microsoft for its connection to SharePoint. Zetadocs helps NAV customers eliminate time-consuming and cumbersome paper-based processes and achieve significant cost savings, faster response times and a reduction in their company’s carbon footprint.

Benefits

  • Save time and costs by producing, sending, filing, approving and retrieving documents automatically and electronically, rather than manually using paper
  • Improve customer service by helping your finance, sales and customer services teams respond more quickly to enquiries by having everything on screen
  • Reduce your carbon footprint by cutting the amount of paper that your company prints, stores and delivers

Solutions

From outgoing payment remittances to inbound supplier invoice, Zetadocs for Microsoft Dynamics NAV makes automating and streamlining common paper-based processes easy.

Electronic Invoicing
Reduce the cost and administrative headache of invoicing. From directly within NAV, Zetadocs allows invoices to be automatically personalized, scheduled and produced before being batch delivered electronically. Once sent, Zetadocs combines with SharePoint to automatically index and archive invoices alongside other documentation relating to the client or transaction – ensuring finance teams run more efficiently.

Supplier Invoice Processing
Correctly track and approve supplier invoices. Zetadocs helps protect your supplier relationships by filing your received invoices automatically in SharePoint. Using an innovative barcode sticker system, Zetadocs allows batches of incoming invoices to be scanned, split and linked against their appropriate transactions in Microsoft Dynamics NAV – cutting paper usage and the need for physical paper files.

Proof of Delivery Tracking
Verifying successful goods deliveries can be fraught with difficulty. Signed paperwork may not always be filed correctly, and staff time spent resolving queries is both costly and inefficient. Zetadocs produces barcoded delivery confirmations that, once signed by the recipient, can be batch scanned and filed into NAV alongside other corresponding documentation

Discover more about Zetadocs Document Management for Dynamics

Watch the video below for an introduction to Zetadocs Express for Microsoft Dynamics NAV.

To find out more about the Zetadocs range visit www.equisys.com/zetadocs or visit the equisysplc YouTube channel.

Zetadocs for NAV Brochure

About Equisys

Equisys logo - Document Management for Dynamics For over 20 years, Equisys has been providing innovative software solutions to help organisations increase customer satisfaction and reduce costs. Building on the success of award-winning Zetafax software, the Zetadocs document management suite has been developed to offer seamless integration within Microsoft Dynamics NAV – increasing customer service levels and reducing costs for its users.

Equisys has been working with in partnership with K3, the leading Microsoft Dynamics partner for several years providing joint solutions including, Zetadocs , currently deployed at over 300 customer sites across the world.

Contact K3 Business Solutions on: 0844 225 2480 or Email: simplydynamics@k3btg.com